Civic Intelligence

Kittelson Charitable Foundation

990EZ • Fiscal year 2022 • EIN 26-1601312

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 05, 2023

Organization Profile
851 SW 6th Avenue Suite 600Portland, OR 97204

(503) 639-8568

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.02x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

58th percentile

9.7%

Higher net margin than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

$189,817

No earlier filing loaded for comparison.

Net Assets

$185,172

No earlier filing loaded for comparison.

Liabilities

$4,645

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin58th percentile

Revenue

$53,192

No earlier filing loaded for comparison.

Expenses

$48,018

No earlier filing loaded for comparison.

Net Income

$5,174

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2022: $189,817Liabilities 2022: $4,645Net Assets 2022: $185,1722022Assets 2023: $176,802Liabilities 2023: $5,910Net Assets 2023: $170,8922023Assets 2024: $173,227Liabilities 2024: $0Net Assets 2024: $173,2272024Assets 2025: $151,039Liabilities 2025: $0Net Assets 2025: $151,0392025

Highlighted filing

2022

Assets$189,817
Liabilities$4,645
Net Assets$185,172
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2022: $53,192Expenses 2022: $48,018Net Income 2022: $5,1742022Revenue 2023: $39,208Expenses 2023: $48,355Net Income 2023: -$9,1472023Revenue 2024: $34,727Expenses 2024: $32,275Net Income 2024: $2,4522024Revenue 2025: $49,560Expenses 2025: $47,528Net Income 2025: $2,0322025

Highlighted filing

2022

Revenue$53,192
Expenses$48,018
Net Income$5,174
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 5, 2023
Return Version
2021v4.2
Gross Receipts
$53,192
Mission and Program Overview

Mission

Provide educational support

Program Services

DescriptionGrantsExpenses
Provided tuition, supplies, housing and transporation for 24 deserving indiviuals who otherwise would not be able to obtain education.$46,965-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wayne K KittelsonPresident-$0--
Filing and Contact Details

Filer

Filer Name
Kittelson Charitable Foundation
EIN
26-1601312
Address
851 SW 6th Avenue Suite 600, Portland, OR 97204

Signing Officer

Name
Wayne K Kittelson
Title
President
Phone
5036398568
Signed
2023-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Patricia K Thomas CPA Pc
Address
PO Box 230346, Tigard, OR 97281-0346
Preparer
Patricia K Thomas
Phone
5035901965
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Educational expenses-24 individuals none over $5K Amount 46,965”

Description of other expenses Part I line 16

“Description AmountAnnual Report and Tax Filing Fees 112Bank fees & Foreign Exch rate chang 827Travel expenses 114”

Other changes in net assets or fund balances Part I line 20

“Description AmountUnrecoverable Notes Receivable (35,000)”

Description of other assets Part II line 24

“Category Beginning of Year End of YearNotes Receivable 62,200 30,200Art affects for future Auction 11,521 11,521”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPayables,restricted contributi 4,367 4,645”

Raw XML Appendix135 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Wayne K Kittelson
IRS990EZ/BooksInCareOfDetail/PhoneNum05036398568
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09075 SE Pinebrook St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tigard
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097224
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0145644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148096
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053192
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05174
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0219365
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0189817
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046965
IRS990EZ/GrossReceiptsAmt053192
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0214998
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0185172
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0214998
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0185172
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Wayne K Kittelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt073721
IRS990EZ/OtherAssetsTotalDetail/EOYAmt041721
IRS990EZ/OtherChangesInNetAssetsAmt0-35000
IRS990EZ/OtherExpensesTotalAmt01053
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide educational support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided tuition, supplies, housing and transporation for 24 deserving indiviuals who otherwise would not be able to obtain education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046965
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04367
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04645
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048018
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt053192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0104947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0135564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0433405
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0433405
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0104947
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0135564
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079795
IRS990ScheduleA/Total509Grp/TotalAmt0433405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053192
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059907
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0104947
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0135564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079795
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0433405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Educational expenses-24 individuals none over $5K Amount 46,965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAnnual Report and Tax Filing Fees 112Bank fees & Foreign Exch rate chang 827Travel expenses 114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUnrecoverable Notes Receivable (35,000)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearNotes Receivable 62,200 30,200Art affects for future Auction 11,521 11,521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearPayables,restricted contributi 4,367 4,645
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wayne K Kittelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05036398568
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kittelson Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KITT
ReturnHeader/Filer/EIN0261601312
ReturnHeader/Filer/USAddress/AddressLine1Txt0851 SW 6th Avenue Suite 600
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930989841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICIA K THOMAS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 230346
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tigard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972810346
ReturnHeader/PreparerPersonGrp/PhoneNum05035901965
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia K Thomas
ReturnHeader/ReturnTs02023-07-05T20:23:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Wayne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kittelson
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$189,817
Liabilities
$4,645
Net assets
$185,172
Revenue
$53,192
Expenses
$48,018
Net income
$5,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.50$0.48$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.35$0.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.06$1.71$0.39$0.48$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.05$1.85$0.53$0.48$0.05